YL
Financial Advisor
NL
Financial Advisor
KS
Financial Advisor & Assistant
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Lauer Financial
Finance · Illinois, United States · 1-10 Employees
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Overview
Headquarters
300 N La Salle Dr Ste 4925, Chicago, Ill...Phone Number
(312) 880-7798Website
www.lauer-financial.comRevenue
<$5 MillionIndustry
About Lauer Financial
Lauer Financial LLC is an independent financial advisory firm based in Chicago, specializing in personalized financial planning and wealth management services. They cater to a diverse clientele, including retirees, small business owners, working professionals, and federal employees, focusing on customized strategies to meet individual financial goals. The firm emphasizes a collaborative approach, helping clients establish a solid financial foundation while adapting to changing needs over time. Their services include retirement planning, investment management, estate strategy, and ongoing advisory support.Explore more
Lauer Financial Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
<$5M
2009
MT
Mark TriceComprehensive Retirement Financial Planning Planner & Strategist & President
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Lauer Financial LLC is an independent financial advisory firm based in Chicago, specializing in personalized financial planning and wealth management services. They cater to a diverse clientele, including retirees, small business owners, working professionals, and federal employees, focusing on customized strategies to meet individual financial goa... Read More
